DiNuzzo Private Wealth’s Installed Building Products IBP Stock Holding History

DiNuzzo Private Wealth’s Portfolio IBP Stock Details IBP Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$1.61K	Hold	7	–	–	﹤0.01%	757
2026 Q1	$1.86K	Hold	7	–	–	﹤0.01%	673
2025 Q4	$1.82K	Hold	7	–	–	﹤0.01%	685
2025 Q3	$1.83K	Hold	7	–	–	﹤0.01%	664
2025 Q2	$1.26K	Buy	7 +1	+17%	+$166	﹤0.01%	784
2025 Q1	$1.03K	Sell	6 -1	-14%	-$180	﹤0.01%	810
2024 Q4	$1.23K	Hold	7	–	–	﹤0.01%	769
2024 Q3	$1.72K	Hold	7	–	–	﹤0.01%	665
2024 Q2	$1.44K	Buy	7 +1	+17%	+$225	﹤0.01%	637
2024 Q1	$1.55K	Hold	6	–	–	﹤0.01%	567
2023 Q4	$1.1K	Buy	+6	New	+$842	﹤0.01%	659

Other funds holding IBP

Jacobson & Schmitt Advisors Middleton, Wisconsin $612M AUM 13.48% 1-Year Est. Return

Fisher Funds Management Auckland, New Zealand $3.52B AUM 17.59% 1-Year Est. Return

E. Ohman J:or Asset Management Stockholm, Sweden $4.3B AUM 29.55% 1-Year Est. Return

Beacon Investment Advisory Services Morristown, New Jersey $2.69B AUM 35.07% 1-Year Est. Return

Salvus Wealth Management Red Bank, New Jersey $178M AUM 31.45% 1-Year Est. Return

Handelsbanken Fonder

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Ausbil Investment Management Sydney, Australia $221M AUM 35.27% 1-Year Est. Return

Trinity Financial Advisors Columbus, Ohio $389M AUM 20.97% 1-Year Est. Return

New England Research & Management Chicago, Illinois $257M AUM 25.66% 1-Year Est. Return

GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return